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All Transactions

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The All Transactions portlets have the capability to display any transaction within the system. Transactions from any type of investment can be viewed on this page. There are two version of this process:

All Transactions (with security) – this will display rows only where the logged in resource has access to cost plans for projects or ideas. The portlet will check instance, OBS and global rights.
All Transactions (without security) – will display all rows, regardless of cost plan access rights.

By default, there are numerous filter options displayed, such as transaction dates, transaction class and cost type. The table below describes the available columns in the portlet.

Column Label	Description
ID	An unique identifier for each row displayed in the portlet.
Transaction Date	The data the transaction has been coded to.
Time Period Start	For transactions arising from timesheet entries, this will show the start period of the timesheet.
Time Period Finish	For transactions arising from timesheet entries, this will show the finish period of the timesheet.
Project Code	The ID of the investment.
Project Name	The name of the investment.
Task ID	The ID of the investment task where the actual cost has been assigned.
Task Name	The name of the investment task where the actual cost has been assigned.
Cost Center Credit	The department assigned to the resource where a cost needs to be credited.
Project Manager	The resource managing the investment.
Resource ID	The ID for the resource that has been assigned the cost.
Rate (Standard)	The rate for the cost.
Invoice Number	The invoice number. May come from a manual transaction or may be imported from a financial system integration.
PO #	The purchase order number. May come from a manual transaction or may be imported from a financial system integration.
Vendor Code	The vendor code that has been listed against the transaction.
Cost Centre Charge To	The department assigned to the resource where a cost needs to be charged.
Cost Type	Indicates whether the transaction is capital or operating.
Charge Code	The charge code assigned to the transaction as per the Clarity Charge Code list.
Transaction Type	Labour, Expense, Equipment or Material.
Transaction Class	The transaction class assigned to the transaction as per the Clarity transaction class list.
Transaction Amount	Rate x Quantity.
Quantity	The number of units.
Notes	Free text field for the transaction.

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All Tasks (Power BI)

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All Tasks report provides project managers a single place to view KPIs related to Tasks. All the KPIs are depicted in various visualizations. Pending Actuals: Scorecard that displays the # of Actuals that are still open and not yet posted. Average Days Old: Scorecard that displays the average number of Task Days Old. Days Old is the difference between Task Finish date and Today’s Date (when Today’s Date > Task Finish date. In other cases, it is zero) Tasks by Finish Date: Column chart that displays # of Tasks by Year of Finish date. X axis display Calendar years. Data labels indicate the number of Tasks finish date within that year. Actuals by OBS level 2: Column chart that displays sum of Task Actuals by OBS level 2. X axis display OBS level2. Data labels indicate the Actuals within that OBS level2. Grid: Displays Risk details such as Project Name, Project Manager, Task Name, Task Status, Start Date, Finish Date, Days Late, Days Old, Actuals, ETC and Pending Actuals Days Late is the difference between Task Finish date and Baseline Finish Date (when Baseline Finish Date > Task Finish date. In other cases, it is zero) You can further narrow your search by OBS Type, OBS Path, Project(s) and Project Manager.

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All Tasks (JS Report)

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All Tasks report provides the Project Managers a single place to view all the tasks associated with a project(s). User can view only the investments that he has access. Project Managers can use this report to view the progress of the tasks and check how the tasks are performing against baseline date. User can further narrow their search by OBS Type & Path, Investment Name, Month Start Date and Is Project Active?.

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All Tasks – SQL

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The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:

PMs may have several critical tasks that were supposed to start on a certain date. To verify progress, they filter for that start date to perform a review of the tasks.
PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)

The table below describes the available columns in the portlet. The first 10 are configured in the default view:

Column Label	Description
Project ID	Unique project identifier
Project Name	Name of the project
Project Manager	Manager of the project
Task Name	Name of the task
Task Status	Not Started, Started, or Completed
Task Start	Start Date of this task
Task Finish	Finish Date of this task

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All Tasks – Postgres

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The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:

PMs may have several critical tasks that were supposed to start on a certain date. To verify progress, they filter for that start date to perform a review of the tasks.
PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)

The table below describes the available columns in the portlet. The first 10 are configured in the default view:

Column Label	Description
Project ID	Unique project identifier
Project Name	Name of the project
Project Manager	Manager of the project
Task Name	Name of the task
Task Status	Not Started, Started, or Completed
Task Start	Start Date of this task
Task Finish	Finish Date of this task

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All Tasks – Oracle

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The All Tasks portlet displays all tasks related to active projects that the logged in user has view rights to. The portlet provides the project manager a single place to view tasks across multiple projects without having to go into each project individually, and allows for more efficient management and reporting across projects. The portlet displays project actuals and estimates from the project (datamart tables). The portlet allows analysis like:

PMs may have several critical tasks that were supposed to start on a certain date. To verify progress, they filter for that start date to perform a review of the tasks.
PMs can review days late to see how tasks are doing against the baseline date (<7 days is green, 7-14 is yellow, and >14 is red)
PMs can review days old to see how tasks are doing against today’s date (<7 days is green, 7-14 is yellow, and >14 is red)

The table below describes the available columns in the portlet. The first 10 are configured in the default view:

Column Label	Description
Project ID	Unique project identifier
Project Name	Name of the project
Project Manager	Manager of the project
Task Name	Name of the task
Task Status	Not Started, Started, or Completed
Task Start	Start Date of this task
Task Finish	Finish Date of this task

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All Status Reports (Power BI)

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All Status report provides project managers a single place to view KPIs related to Status Reports. All the KPIs are depicted in various visualizations. Status Report Count: Scorecard that displays the # of Status Reports for the selected criteria. Status Report by Cost Effort Status: Column chart that displays # of Status Reports by Cost Effort. X axis displays various Cost Effort Status. Data labels indicate the number of Status Reports associated with that category. Status Report by Schedule Status: Column chart that displays # of Status Reports by Schedule Status. X axis displays various Schedule statuses. Data labels indicate the number of Status Reports associated with that status. Status Report by Scope Status: Column chart that displays # of Status Reports by Scope Status. X axis displays various Scope statuses. Data labels indicate the number of Status Reports associated with that status. Grid: Displays Status Report details such as Investment ID, Investment Name, Report Name, Report ID, Overall Status, Cost Effort, Schedule Status and Scope Status. You can further narrow your search by OBS Type, OBS Path and Report Date range

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All Status Reports (JS Report)

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All Status Reports is a grid report that provides project managers a single place to current status report for a single project or across multiple projects. This report provides project information such as ID, Name, Manager, Status, Status report KPI’s (Report overall status, Cost and Effort status, Schedule status & Scope Status) and Portfolio Name. You can further narrow your search by OBS Type, OBS Path, Project Name, Project Manager, Status, Overall Status and Portfolio Name.

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All Status Reports – SQL

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The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule). The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.

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All Status Reports – Postgres

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The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule). The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.

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All Status Reports – Oracle

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The All Status Reports portlet displays any published Status Report related to a project or across multiple projects. The filter then allows the user to narrow their search by Project Manager, Project, Status or Overall Status Category (overall, cost & effort, scope or schedule). The user may also select if they wish to view only current Status Reports, or to include historical reports as well. The portlet provides the project manager a single place to view all of the status reports without having to go into each project individually, and allows for more efficient management and reporting across projects. Note: Only the projects that the user has view rights to will show up in the list.

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All Skills (Power BI)

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All Skills report provides project managers a single place to view number of resources having a particular skill and its detailed information. This report contains a bar graph and a grid. Top Skills by Resource: Bar graph that displays # of resources having a particular skill. Y- Axis represents various skills available in the system. Resource and Skill details grid: Grid that displays information such as Skill, its parent skill, Skill path, Skill Description, Resource having that skill & his proficiency and interest level in that skill. You can further narrow your search by Parent Skills, Skills and Resource.

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